Adding Recipients

  1. Access the company dashboard.

  2. Optionally, use the Customer Filter to search for a customer account.

  3. In the company dashboard, click a customer tile to access the customer account.

  4. Click the expand tile arrow on a payer tile.

  5. Click the icon next to Recipients in the customer dashboard.

  1. In the Add New Recipient prompt, select a Recipient Type by clicking either the Individual or Company radio button.

    NOTE: The Recipient Type you select determines fields in the Add New Recipient prompt. For definitions of fields, see Recipient Field Definitions.

  2. Fill out information in Individual (or Company) fields.

  1. In the Add New Recipient prompt, scroll down to the Address fields and choose an Address Type by clicking either the US Address or Foreign Address radio button.

    NOTE: The Address type you select determines fields that must be filled in for the address.

    For definitions of fields in the Add New Recipient prompt, see Recipient Field Definitions.

  2. Fill out all required address fields.

  1. In the Contact Info section, fill out all necessary fields. Ensure a Phone Number Type is selected and a Phone Number is entered in the field.

    IMPORTANT: If you wish to send statements to recipients when you submit tax forms to the IRS from the cart, you must enter a valid email in the Email field (see Sending Statements to Recipients).

  1. At the bottom of the Add New Recipient prompt, click the icon on the right-side of the Additional Information (only required for 1042-S forms) tile to expand it. Fill in fields.

    NOTE: For definitions of fields in the Additional Payer information tile, see Additional Recipients Information Field Definitions (1042-S Filers).

  1. Ensure all required fields are completed in the Add New Recipient prompt (i.e., fields with an asterisk [*]).

  2. Click SAVE.

The recipient displays under the Payer tile in the Customer Dashboard.

Additional Information: